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Home > Institutional Investor > Uma Financial Services, Inc. > 13F Holdings

Instuitional Investor - Uma Financial Services, Inc.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 143,182 $109,656,081 12.61%
2.
Spdr Series Trust
 KRE 1,136,927 $102,050,582 11.74%
3.
Ishares Tr - MSCI ACWI EX US
 899,823 $68,044,597 7.83%
4.
Dimensional Etf Trust
 DFAC 846,898 $35,086,969 4.04%
5.
Ishares Trust
 IEF 234,393 $33,344,678 3.84%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.